Vista Wealth Management Group, LLC Sells in Q4 2024

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NU
Nu Holdings Ltd.

Financial Services
-136K
- 2.83%
$10.24 - $15.89 $1.4M - $2.17M
4.68M $48.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-693
- 0.37%
$37.12 - $41.23 $25.7K - $28.6K
189K $7.02M
DFAI
Dimensional ETF Tr

ETFs
-2.22K
- 1.03%
$29.0 - $31.6 $64.3K - $70.1K
214K $6.24M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.97K
- 8.19%
$176.42 - $186.91 $348K - $368K
22.1K $3.93M
ABBV
Abb Vie Inc.

Healthcare
-1.5K
- 35.15%
$164.99 - $203.87 $248K - $306K
2.77K $492K
VT
Vanguard Total World Stk Index

ETFs
-2.52K
- 10.67%
$117.09 - $123.07 $295K - $310K
21.1K $2.48M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-55
- 0.1%
$58.88 - $64.8 $3.24K - $3.56K
53.6K $3.16M
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.52K
- 1.88%
$54.54 - $61.04 $301K - $337K
288K $16M
VNQ
Vanguard Specialized Funds Van

ETFs
-962
- 4.15%
$87.85 - $98.6 $84.5K - $94.9K
22.2K $1.98M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.87K
- 27.14%
$91.29 - $91.8 $262K - $263K
7.7K $703K
DFIV
Dimensional ETF Tr

ETFs
-221
- 0.31%
$34.86 - $37.97 $7.7K - $8.39K
72.1K $2.56M
VO
Vanguard Mid Cap ETF

ETFs
-695
- 9.74%
$261.5 - $284.63 $182K - $198K
6.44K $1.7M
VGT
Vanguard Information Technolog

ETFs
-304
- 31.77%
$571.78 - $647.97 $174K - $197K
653 $406K
PEP
Pepsico Inc

Consumer Defensive
-589
- 16.86%
$151.29 - $176.1 $89.1K - $104K
2.9K $441K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.39K
- 5.21%
$40.38 - $44.35 $96.5K - $106K
43.5K $1.78M
NKE
Nike, Inc.

Consumer Cyclical
-187
- 2.24%
$73.36 - $89.13 $13.7K - $16.7K
8.15K $616K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-18.5K
- 1.1%
$33.92 - $36.6 $629K - $679K
1.67M $57.8M
VEA
Vanguard Ftse Developed Market

ETFs
-39
- 0.18%
$47.57 - $52.44 $1.86K - $2.05K
21.7K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.05K
- 6.41%
$44.04 - $49.49 $46.1K - $51.8K
15.3K $673K
IOT
Samsara Inc.

Technology
-1.53K
- 16.64%
$42.67 - $56.35 $65.2K - $86.2K
7.66K $334K
UNH
Unitedhealth Group Inc

Healthcare
-17
- 1.38%
$485.52 - $625.25 $8.25K - $10.6K
1.21K $613K
DHR
Danaher Corp

Healthcare
-23
- 1.29%
$226.16 - $274.52 $5.2K - $6.31K
1.76K $403K
IEFA
Ishares Tr

ETFs
-158
- 1.63%
$70.06 - $77.43 $11.1K - $12.2K
9.54K $670K
AMGN
Amgen Inc

Healthcare
-70
- 6.46%
$258.78 - $328.31 $18.1K - $23K
1.01K $264K
VTWO
Vanguard Russell 2000 ETF

ETFs
-916
- 2.4%
$87.42 - $98.06 $80.1K - $89.8K
37.2K $3.32M
NVS
Novartis Ag

Healthcare
-240
- 8.55%
$96.78 - $117.18 $23.2K - $28.1K
2.57K $249K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4
- 0.06%
$131.66 - $144.0 $527 - $576
7.1K $937K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-75
- 0.23%
$69.58 - $74.87 $5.22K - $5.62K
33K $2.31M
TGT
Target Corp

Consumer Defensive
-138
- 8.05%
$121.59 - $160.69 $16.8K - $22.2K
1.58K $213K
CL
Colgate Palmolive CO

Consumer Defensive
-134
- 4.27%
$90.22 - $102.31 $12.1K - $13.7K
3.01K $273K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-389
- 15.03%
$96.64 - $101.23 $37.6K - $39.4K
2.2K $213K
ADI
Analog Devices Inc

Technology
-109
- 7.97%
$206.35 - $236.48 $22.5K - $25.8K
1.26K $267K
IWD
Ishares Russell 1000 Val ETF

ETFs
-3
- 0.03%
$183.23 - $199.79 $550 - $599
9.45K $1.75M
SAN
Banco Santander, S.A.

Financial Services
-1.33K
- 1.97%
$4.49 - $5.05 $5.97K - $6.71K
66.2K $301K
VOD
Vodafone Group Public LTD CO

Communication Services
-206
- 0.97%
$8.37 - $9.95 $1.72K - $2.05K
20.9K $177K
IVV
Ishares Core S&P 500 ETF

ETFs
-87
- 5.57%
$570.51 - $610.59 $49.6K - $53.1K
1.48K $868K
WSM
Williams Sonoma Inc

Consumer Cyclical
-545
- 23.62%
$129.13 - $198.21 $70.4K - $108K
1.76K $326K
MUB
Ishares National Muni Bond ETF

ETFs
-182
- 4.03%
$105.78 - $108.7 $19.3K - $19.8K
4.33K $461K
LYEL
Lyell Immunopharma, Inc.

Healthcare
-7.83K
- 37.5%
$0.59 - $1.48 $4.62K - $11.6K
13K $8K
IWR
Ishares Russell Mid Cap ETF

ETFs
-164
- 2.71%
$87.25 - $95.52 $14.3K - $15.7K
5.88K $519K
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 4.43%
$873.59 - $994.69 $39.3K - $44.8K
970 $888K
CIG
Energy CO Of Minas Gerais

Utilities
-2.76K
- 20.81%
$1.77 - $2.07 $4.89K - $5.72K
10.5K $18K
VB
Vanguard Small Cap ETF

ETFs
-104
- 1.84%
$233.76 - $261.58 $24.3K - $27.2K
5.54K $1.33M
VBR
Vanguard Small Cap Value ETF

ETFs
-5
- 0.41%
$197.36 - $217.3 $987 - $1.09K
1.2K $238K
NOK
Nokia Corp

Technology
-705
- 2.36%
$4.13 - $4.95 $2.91K - $3.49K
29.1K $128K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-23
- 0.53%
$61.68 - $67.87 $1.42K - $1.56K
4.35K $270K
IWM
Ishares Russell 2000 ETF

ETFs
-8
- 0.05%
$216.13 - $242.4 $1.73K - $1.94K
15.1K $3.33M
Manager Directed Portfolios
-4.76K
- 0.45%
N/A
1.06M $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
-76
- 1.71%
$124.26 - $134.12 $9.44K - $10.2K
4.36K $560K
Activity Summary
Buys All Purchases 160 New Holdings 30 Increased Positions 130 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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